Read Me – on events

If you have read my blog, Education is the Key to Professional Success, then you know professional development is at the top of my ‘must do’ list.

There are plenty of organizations – tax-exempt organizations, government tax authorities, for-profit companies – who offer educational events for the tax professional – from 2 CE hours in an evening, 8 CE hours for a full day, or conventions over multiple days with many 2-4 CE hour courses to choose from.

Listed here are just a few sources available for you education needs.


Look for CSTC events at – CSTC offers Federal and CA continuing education for all tax professionals, including required CTEC education for California Registererd Tax Professionals.  Their  multi-day conventions alternate between Reno and Las Vegas, Nevada

Look for NATP events at – NATP offers both live and on-demand webinars, as well as multi-day conventions in many locations across the United States; NATP Chapters also offer education

Look for Latino Tax Pro events at – Latino Tax Pro classes are offered in both English and Spanish, and CTEC required education is offered; multi-day convention is held in Las Vegas, Nevada

Look for NAEA events at – NAEA offers advanced educational tracks to earn NAEA Titles; multi-day regional and national conventions are held across the United States.  Chapters also offer education.


Direct from the IRS – look for IRS webinars here!


Spidell Publishing Inc. events may be found at – Spidell offers both live and on-demand webinars, full-day events and an annual update event.

Brass Tax events may be found at – Brass tax offers both live and on-demand webinars, full-day events, an annual update event, and an Enrolled Agent study track for passing the SEE test.

.          *Spidell Publishing Inc. and Brass Tax both cover California non-conforming tax issues well in all of their presentations

Financial Experts Network events may be found at – FEN provides education for professionals and investors on impactful financial topics.

.         **FEN provides educational beyond the straight-forward tax realm, addressing topics such as financial planning and social security.  Membership is not required, but offers many benefits.  CFP & IAR CE available.


Most professional organizations offer members wonderful perks for membership; some organizations have tiered pricing which grant access to all continuing education on-demand webinars as part of the dues.  Many tax professionals – myself included – belong to two or more professional organizations in order to maximise our membership dues and minimize our ordinary business costs by the value of the membership perks we receive.  I’d advise all tax professionals to look closely at what organizations have to offer, how those offerings will aid your business AND your KNOWLEDGE, which will all ultimately provide an opportunity for your business to grow.